See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,452 | $47,648-61.3% | $130,648-85.9% | $67,579-72.7% |
| Participation rate | 29.3% | 60.4%-31.1pp | 71.7%-42.4pp | 71.3%-42.0pp |
| Annual return | 22.46% | 25.73%-3.3pp | 1708.96%-1686.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $556 | $1,408-60.5% | $4,092-86.4% | $2,148-74.1% |
| Participant deferral / active EE | $0 | $2,616-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $5,464-100.0% | $142-100.0% |